Compal presents AI factory plans and Compal stock sits 25.03 percent below its high
Published on 10/06/2026 at 05:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Compal (ISIN TW0002324001) was trading at TWD 35.95 on the Taiwan Stock Exchange on October 6, 2026 at 11:25 a.m. TST, 25.03 percent below its TWD 47.75 52-week high. On September 30, 2026, PR Newswire reported that the company would showcase NVIDIA AI factory infrastructure at the OCP Global Summit.
AI infrastructure moves beyond PCs
The presentation places power, cooling, compute and rack-scale engineering at the center of Compal's expansion. The company described an integrated infrastructure approach for NVIDIA accelerated computing, extending its manufacturing profile beyond notebook PCs and smart devices.
Compal's investor-relations page identifies servers as a core business group alongside PC products and smart devices. The company is listed under computer and peripheral equipment, while its operations cover research, design, production and sales across international markets, according to Compal.
Revenue growth meets margin pressure
In August 2026, consolidated revenue reached TWD 67.34 billion, up 14.50 percent from TWD 58.81 billion a year earlier. Revenue for January through August 2026 totaled TWD 587.94 billion, up 18.30 percent year over year, according to MarketScreener.
The second-quarter 2026 report gives the growth a broader frame: revenue rose 32.00 percent year over year to TWD 238.30 billion, while net profit reached TWD 3.10 billion. Non-PC revenue was TWD 82.00 billion, equal to 35.00 percent of total sales, and the company targeted 40.00 percent by the end of 2026, according to Investing.com. The contrast matters: sales are accelerating, while reported gross margin was 4.60 percent amid higher component costs.
Stock remains below the yearly high
Compal's market capitalization was TWD 156.6 billion on October 6, 2026. The same quote showed a 52-week range of TWD 26.75 to TWD 47.75 and volume of 10,426,431 shares, putting the current level 34.39 percent above the yearly low.
Analyst views remain mixed. Investing.com listed 11 analysts, with three Buy, five Hold and three Sell ratings, and an average 12-month target of TWD 39.81. A separate Cathay Securities initiation reported by MarketScreener set a Buy rating and a TWD 54.00 target on September 7, 2026.
Next earnings date is November 17
Compal's next earnings report is scheduled for November 17, 2026, according to Investing.com. Until then, the market picture combines double-digit revenue growth with a stock price still 25.03 percent below its 52-week high.
Compal stock snapshot
- Company: Compal Electronics, Inc.
- ISIN: TW0002324001
- Ticker: 2324
- Primary exchange: Taiwan Stock Exchange
- Price on Taiwan Stock Exchange as of October 6, 2026, 11:25 a.m. TST: TWD 35.95
- Change versus prior close: plus 0.42 percent
- Prior close on Taiwan Stock Exchange: TWD 35.80
- Market capitalization: TWD 156.6 billion as of October 6, 2026
- 52-week range: TWD 26.75-TWD 47.75 as of October 6, 2026
- Sector / Industry: Technology / Computer Hardware
- Next earnings date: November 17, 2026
